# Sagespring Wealth Partners LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/southwestern-investment-advisory-services-dba-southwestern-investment-471471217-501

> Sagespring Wealth Partners LLC's Health & Welfare plan: 186 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Sagespring Wealth Partners LLC

- **Sponsor EIN:** 471471217

- **Sponsor Address:** 701 COOL SPRINGS BLVD STE 500, FRANKLIN, TN, 370672125

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 186

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|186|$0|$0|$0|

| 2024|172|$0|$0|$0|

| 2023|174|$0|$0|$0|

| 2022|166|$0|$0|$0|

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